CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE

The Point Financial Group team brings you more than 100 years of collective industry experience, with associates who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER™ practitioners. This certification communicates expertise and credibility amongst their peers, and serves as an indication of their status as qualified, trustworthy financial planners.

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Business Planning Services

We apply our same consultative approach to your
business planning needs by helping family and privately-owned businesses
optimize cash flow, retirement planning, risk management and more. By conducting a thorough business risk analysis, we can help point out any gaps in important insurance coverages and areas that may benefit from more cost effective solutions.

We provide innovative solutions for your specific needs in these and other areas:

GROUP HEALTH INSURANCE BENEFITS

Group Health Insurance

Group Life Insurance

Group Long-Term Care Insurance

Group Disability Insurance

Group Dental/Vision Insurance

RETIREMENT PLANS

401(k) Plans

SIMPLE IRAs

SEP IRAs

Deferred Compensation Plans

Defined Benefit Plans

COMMERCIAL PROPERTY & CASUALTY INSURANCE

Commercial Auto Insurance

Workers Compensation Insurance

General Liability Insurance

Bonding Programs

Errors and Omissions/Malpractice Insurance

Commercial Umbrella / Excess Liability

Directors and Officers

BUSINESS LIFE INSURANCE PLANS

Buy/Sell Agreements

Key Person Life Insurance

Corporate Owned Life Insurance

Business Overhead Expense

Contact Us today for a no-obligation
consultation and learn more about these
and other business financial services
available through The Point Financial Group.